Liberty Wealth Management’s United Bankshares UBSI Stock Holding History

Liberty Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-580	Closed	-$22K	–	1037
2021 Q3	$22K	Buy	580 +292	+101%	+$10.2K	0.01%	622
2021 Q2	$11K	Buy	288 +3	+1%	+$118	﹤0.01%	640
2021 Q1	$9K	Hold	285	–	–	﹤0.01%	624
2020 Q4	$9K	Sell	285 -120	-30%	-$3.39K	﹤0.01%	619
2020 Q3	$9K	Sell	405 -5	-1%	-$130	0.01%	541
2020 Q2	$11K	Buy	410 +233	+132%	+$6.26K	0.01%	480
2020 Q1	$4K	Sell	177 -226	-56%	-$7.1K	﹤0.01%	642
2019 Q4	$16K	Buy	403 +3	+0.8%	+$116	0.01%	450
2019 Q3	$15K	Sell	400 -13	-3%	-$482	0.01%	444
2019 Q2	$15K	Buy	413 +3	+0.7%	+$113	0.01%	460
2019 Q1	$14K	Buy	410 +3	+0.7%	+$108	0.01%	392
2018 Q4	$12K	Buy	+407	New	+$13.7K	0.01%	406

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return